Atlantic Union Bankshares’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Atlantic Union Bankshares’s Portfolio HEFA Stock Details HEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$58.2K	Hold	1,240	–	–	﹤0.01%	897
2026 Q1	$52.7K	Hold	1,240	–	–	﹤0.01%	886
2025 Q4	$51.3K	Hold	1,240	–	–	﹤0.01%	898
2025 Q3	$49.1K	Hold	1,240	–	–	﹤0.01%	919
2025 Q2	$47.1K	Buy	+1,240	New	+$45.3K	﹤0.01%	667

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atlantic Union Bankshares's HEFA Position: Q2 2026 in Review

Atlantic Union Bankshares held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 1,240 shares worth $58.2K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Atlantic Union Bankshares first reported a position in HEFA in Q2 2025 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Atlantic Union Bankshares held 1,240 shares of iShares Currency Hedged MSCI EAFE ETF worth $58.2K as of Q2 2026.
Atlantic Union Bankshares left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #897 holding.
Atlantic Union Bankshares first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.